Joe Harrish

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About Joe Harrish

Joe Harrish still adheres to the core values he first embraced in the Air Force at age 19 - Integrity, Service Before Self and Excellence In All We Do. From self-described "humble beginnings," Joe has spent his entire life building meaningful relationships in the military and civilian community. He spent 22 highly-decorated years in active-duty in the Air Force where he won numerous awards at every level. One of his biggest accomplishments was being named the Air Force's Company Grade Officer of the Year for his entire career field. During the final decade of his military career, he knew he had a higher calling. He entered the financial services industry while he was still on active-duty, and he has spent two decades helping others change their financial futures. Now part of the team at Prime Capital Investment Advisors (PCIA), he is a fee-based financial advisor and fiduciary working with high net-worth individuals, upper management executives, medical professionals and business owners. Joe has a bachelor's degree in organizational management and holds a Series 65 registration.

Want to learn more about Joe? Visit his website: https://pciaharrish.com/

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General Information

Firm Start Year

1985

No. of Employees

100-499

CRD#

4734166

Firm CRD#

288712

Insurance License#

7977470

States Licensed in

KS, MO, IA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Joe started his career in financial services at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After seven years, he was promoted to Vice President and Agency Director, traveling across the U.S. conducting investment seminars and helping people with their financial plans, while being involved with the business operations of both companies. After eight years of managing 200+ registered representatives and two businesses, he felt that he had established an ideal foundation for starting his career as a financial advisor, and he joined Prime Capital Investment Advisors.

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Disability, Life

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

.5% - 1.5%

Education

Organizational Management - Business/HR

Colorado Christian University
10/01/1999 -06/01/2001

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888594/paladinregistry-Prime-Capital-Investment-Advisors-detailed-disclosure.html

Disclaimer

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA).

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Paladin Research Report For:

Prime Capital Investment Advisors